WWK Investments

Personnel

Daniel J. Welch - President

As a registered General Principal and Municipal Fund Securities Limited Principal, Mr. Welch supervises personnel and handles internal operations for the firm. Mr. Welch has more than 25 years of investment experience specializing in retirement services for both corporations and high net worth individuals. He continually receives specialized training with many of the leading money management firms in the country. Mr. Welch has a B.S. Degree in Marketing from Central Michigan University. He is a member and current Golf Committee Representative of Walnut Creek Country Club in South Lyon, Michigan. Dan, his wife Karen, and their two children reside in Novi, Michigan




Jason M. Welch - Vice President

As a registered General Principal and Municipal Securities Principal, Mr. Welch has more than 20 years of investment experience. He is the Chief Compliance Officer and functions as WWK's Executive Representative to FINRA. He has also served as a member of the Detroit Athletic Club's Finance Committee. Mr. Welch graduated with honors from Michigan State University with a B.A. Degree in Finance and carries the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies. Jason and his wife Melissa reside in Northville, Michigan with their four children.




Tom O'Connor - Advisor

As a registered representative, Mr. O'Connor specializes in retirement planning for small businesses and individuals as well as college planning. Tom's continuing education keeps pace with current issues and changes within the industry. Having years of experience in banking for both the Bank of Louisville and Harris Bank-Chicago, Tom's financial background is an asset. He is a member of the Knights of Columbus in Novi and very active in coaching baseball, soccer, and basketball through the Novi Community Sports Department. Tom is a 1990 graduate of Western Michigan University with a B.S. degree in Marketing. He resides in Novi, Michigan with his wife Shelly and their three boys.




Support Staff

WWK licensed representatives are surrounded by more than a half dozen support staff and consultants, including two former CPAs. Our staff assists in the day-to-day operations of the firm. Their goal is to provide a level of service that exceeds our clients’ expectations. WWK consultants have over 100 years of combined industry experience, which is a proven valuable resource.

WWK